Brian Urban, CRC® - Monticello (FL)

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

e sandber Always helpful! Convenient location for us…

Heidi Portillo Layde R she is amazing and work wonderful for me today thank you for all you help and pacient